Support for Stable Household Asset Building
First written in FY2016. 5 of 8 entries say "Advanced", first in FY2018. Latest entry: FY2024.
3 other companies' latest entry also says "Advanced".
- FY2024AdvancedAnnual report
「In June last year, the bank began offering “おかねのバスケット,” an asset-building service supporting customers’ long-term asset building based on the three keywords of “know,” “create” and “grow” their assets together. It also launched “ちばぎんマネーガイド,” an asset management portal providing a range of content to address customers’ money-related concerns.」
Advanced asset-building support through the provision of the new “おかねのバスケット” service and an asset management portal. - FY2023AdvancedAnnual report
「In July last year, the bank introduced an insurance policy analysis system. In October, it began offering WealthNavi for 千葉銀行, a robo-advisor provided by WealthNavi株式会社, with which it had newly entered into a business partnership.」
Advanced asset-building support through the introduction of an insurance policy analysis system and the launch of robo-advisor services. - FY2021AdvancedAnnual report
「By thoroughly implementing initiatives based on its Policy on Customer-Oriented Business Conduct (Fiduciary Duty), the bank received an S rating in the R&I Customer-Oriented Investment Trust Distributor Evaluation conducted by Rating and Investment Information, Inc. (R&I) last June.」
Continued customer-oriented initiatives in supporting asset building and received an S rating in the investment trust distributor evaluation. - FY2020WorsenedAnnual report
「Group assets under custody ¥1.8977 trillion (−¥156.0 billion) The bank expanded its customer base by strengthening sales of investment trust accumulation plans and core funds, and strengthened sales of protection-oriented insurance through the establishment of new insurance shops. However, sales stagnated amid deteriorating market conditions, while declines in stock prices lowered fund base prices, among other factors, resulting in a ¥156.0 billion decrease from the previous fiscal year-end.」
While strengthening sales of investment trust accumulation plans, core funds and protection-oriented insurance, group assets under custody decreased by ¥156.0 billion from the previous fiscal year due to deteriorating market conditions and other factors. - FY2019AdvancedAnnual report
「Group assets under custody ¥2.0537 trillion (+¥3.8 billion) The Chiba Bank and ちばぎん証券 appropriately addressed customers’ asset management needs, resulting in a ¥3.8 billion increase from the previous fiscal year.」
Group assets under custody increased by ¥3.8 billion from the previous fiscal year to ¥2.0537 trillion. - FY2018AdvancedAnnual report
「Group assets under custody totaled ¥2.0499 trillion, an increase of ¥37.3 billion. The Chiba Bank and ちばぎん証券 appropriately addressed customers’ asset management needs, resulting in a ¥37.3 billion increase from the previous fiscal year.」
In response to customers’ asset management needs, group assets under custody increased by ¥37.3 billion from the previous fiscal year to ¥2.0499 trillion. - FY2017RestatedAnnual report
「In May last year, the bank opened the Asset Management Support Center and the Chibagin Insurance Call Center within the Makuhari Call Center, which it newly established in the Makuhari New City area.」
Continues to develop customer touchpoints for supporting asset building through the establishment of the Asset Management Support Center. - FY2016First statedAnnual report
「The bank is expected to support stable household asset building and promote investment in growth sectors.」
Lists dedicated accounts, publicly offered investment trusts and insurance products as the means of doing so.